Peter Walton
7PW Wealth · Davidson, North Carolina
Peter Walton is a fee-only financial advisor at 7PW Wealth in Davidson, North Carolina. 7PW Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | 7PW Wealth |
|---|---|
| Based in | Davidson, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $39.0M across 118 accounts |
| SEC registration | Investment adviser representative in NC, SC · CRD 5734995 |
| Exams passed | Series 66 (2010) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.7pwwealth.com |
| Profile |
How Peter's firm compares
- 7PW Wealth's average account is about $331,000, from its Form ADV (assets managed divided by 118 accounts).
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Questions about Peter
Is Peter Walton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and 7PW Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, 7PW Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Peter Walton based?
Peter Walton is based in Davidson, North Carolina.
Is Peter Walton registered with the SEC?
Yes. Peter Walton is registered as an investment adviser representative in NC and SC (CRD 5734995), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 7PW Wealth manage?
7PW Wealth reports $39.0M across 118 accounts in assets under management.
How do I contact Peter Walton?
Through Peter's website, www.7pwwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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